+136.0%
APO vs KGC
+454.1%
-318.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -0.4% | +10.5% | -10.8% | -1.8% |
| 3M | -0.9% | +19.8% | -20.7% | -3.5% |
| 6M | +22.1% | -6.7% | +28.8% | +22.1% |
| YTD | -8.4% | +7.8% | -16.2% | -11.2% |
| 1Y | -0.9% | +35.7% | -36.6% | -8.1% |
| 3Y | +56.1% | +553.7% | -497.6% | +6.5% |
| 5Y | +136.0% | +461.7% | -325.7% | +62.2% |
| All | +136.0% | +454.1% | -318.1% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KGC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling